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Constellation Brands
STZ

Overview Fund Activity

1,331 hedge funds and large institutions have $37.5B invested in Constellation Brands in 2024 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 533 increasing their positions, 463 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,331
Holders Change
+18
Holders Change %
+1.37%
% of All Funds
19.36%
Holding in Top 10
12
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-36.84%
% of All Funds
0.17%
New
123
Increased
533
Reduced
463
Closed
83
Calls
$360M
Puts
$475M
Net Calls
-$115M
Net Calls Change
-$63M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.07B
2
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$427M
3
Capital World Investors
Capital World Investors
California
$2.54B
4
JGC
J. Goldman & Co
New York
$111M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$821M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$2.82B
2
Invesco
Invesco
Georgia
$614M
3
EIM
Elliott Investment Management
Florida
$0
4
JCM
Junto Capital Management
New York
$0
5
Barclays
Barclays
United Kingdom
$68M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBOO
426
First National Bank of Omaha
Nebraska
$2.97M +$2.6M +10,099 +708%
VIM
427
Vista Investment Management
Pennsylvania
$2.96M +$102K +396 +4%
SCM
428
Sirios Capital Management
Massachusetts
$2.92M -$5M -19,445 -63%
FMWA
429
Forvis Mazars Wealth Advisors
Missouri
$2.91M +$261K +1,016 +10%
PTC
430
Private Trust Company
Ohio
$2.89M -$2.32K -9 -0.1%
HSA
431
HBK Sorce Advisory
Pennsylvania
$2.87M +$782K +3,040 +37%
SCM
432
Soros Capital Management
New York
$2.86M +$828K +3,217 +41%
LFAS
433
Level Four Advisory Services
Texas
$2.83M -$179K -696 -6%
EWM
434
Executive Wealth Management
Michigan
$2.81M +$63.3K +246 +2%
MFIM
435
Mesirow Financial Investment Management
Illinois
$2.79M +$8.26K +32 +0.3%
Mercer Global Advisors
436
Mercer Global Advisors
Colorado
$2.79M -$89.5K -705 -3%
KeyBank National Association
437
KeyBank National Association
Ohio
$2.74M -$191K -743 -7%
DILIC
438
Dai-ichi Life Insurance Company
Japan
$2.74M +$792K +3,080 +41%
IWC
439
Integrated Wealth Concepts
Massachusetts
$2.73M +$74.9K +291 +3%
BAM
440
Belpointe Asset Management
Nevada
$2.72M +$849K +3,300 +45%
AAM
441
AR Asset Management
California
$2.71M -$116K -450 -4%
Allspring Global Investments
442
Allspring Global Investments
North Carolina
$2.71M -$1.4M -5,459 -34%
WR
443
WD Rutherford
Oregon
$2.71M +$75.9K +295 +3%
WCM
444
Wisconsin Capital Management
Wisconsin
$2.71M -$2.25M -8,737 -45%
VPIM
445
Vanguard Personalized Indexing Management
California
$2.69M +$450K +1,783 +20%
CAL
446
Capital Analysts LLC
Pennsylvania
$2.69M +$268K +1,041 +11%
JSSH
447
J. Safra Sarasin Holding
$2.69M +$2.69M +10,455 New
UM
448
UniSuper Management
Australia
$2.69M +$1.21M +4,721 +83%
HIMCH
449
Hartford Investment Management Co (HIMCO)
Connecticut
$2.65M -$22.6K -88 -0.8%
SMI
450
Shelter Mutual Insurance
Missouri
$2.65M – – –
16 17
18
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